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Surprise! You’ve got Money
According to the Ohio Department of Commerce, Ohioans have claimed more than $14 million in unclaimed funds already during the 2023 calendar year. Have you checked to see if you could be part of that statistic? What...
Planning Pointer – Will Medicaid Take My House?
One of the most common fears that families share with us when they start planning for long term care is whether Medicaid will be able to take their home. For many families, their house is their single biggest...
Happy Birthday To You: Legal Considerations When A Child Turns 18
Do you have a young adult child in your life? If so, read on--we've got some important information for you to consider. Did you know that your legal authority to act or obtain information on behalf of your children...
Planning Pointer: Avoiding Probate for 529 and Custodial Accounts
Do you hold any accounts as legal custodian for a minor, or alternatively, do you own a 529 account with a minor designated as the beneficiary? These are common strategies available for people who desire to provide for...
New Year, New Tax Rules: A Look at SECURE Act 2.0
Ever since January 2020, we’ve been working with our clients to update their estate plans to comply with the SECURE Act, which significantly impacted how retirement accounts are inherited after the account owner dies....
Thankful, Grateful…and Prepared
The season for gratitude, counting your blessings, and spreading holiday cheer officially kicks off with Thanksgiving Day. Across the country, families are coming together to celebrate--many of whom may not have all...
Do You Have Your Ducks In A Row?
October 17-23, 2022 is "National Estate Planning Awareness Week" so it seemed like the perfect time to remind everyone the importance of having your "ducks in a row" with regard to your estate plan. As estate planning...
Planning for High Tech and Digital Assets
Have you ever thought about what will happen to your various high-tech assets and digital accounts after you pass away? While you may not realize it, almost everyone has some digital assets to consider. Computers,...
Don’t Wait Until It’s Too Late to Plan For Long Term Care
Navigating long term care, and specifically, the Medicaid system, is a complex, ever-changing topic – and it’s one that people often prefer to ignore rather than try to understand! Don’t make this mistake. If your...